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McKesson

967 hedge funds and large institutions have $26.3B invested in McKesson in 2021 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 320 increasing their positions, 382 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $337M | Put options by funds: $197M

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

12% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 68

2% more capital invested

Capital invested by funds: $25.8B → $26.3B (+$461M)

0% less funds holding

Funds holding: 970967 (-3)

2.15% less ownership

Funds ownership: 87.58%85.43% (-2.2%)

16% less repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 382

Holders
967
Holders Change
-3
Holders Change %
-0.31%
% of All Funds
16.93%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.25%
New
76
Increased
320
Reduced
382
Closed
68
Calls
$337M
Puts
$197M
Net Calls
+$140M
Net Calls Change
-$27.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
501
Calamos Wealth Management
Illinois
$917K
HT
502
Heritage Trust
Oklahoma
$917K +$557K +2,787 +154%
BCM
503
Bayesian Capital Management
New York
$917K +$920K +4,600 New
CAN
504
Cetera Advisor Networks
California
$915K +$78.8K +394 +9%
Kovitz Investment Group Partners
505
Kovitz Investment Group Partners
Illinois
$905K
IRF
506
IBM Retirement Fund
New York
$899K +$4K +20 +0.4%
APP
507
Avantax Planning Partners
Iowa
$897K -$11.2K -56 -1%
CCP
508
Corient Capital Partners
California
$897K +$90.2K +451 +11%
SSA
509
Schonfeld Strategic Advisors
New York
$892K -$11.2M -56,258 -93%
CPO
510
Cerity Partners OCIO
New York
$891K -$10.2K -51 -1%
BF
511
BOK Financial
Oklahoma
$891K +$893K +4,469 New
SFI
512
Susquehanna Fundamental Investments
Pennsylvania
$889K
NSAM
513
North Star Asset Management
Wisconsin
$886K
MC
514
Maverick Capital
Texas
$871K +$828K +4,144 +1,826%
OC
515
Oppenheimer & Co
New York
$846K -$458K -2,293 -35%
FA
516
FDx Advisors
Illinois
$846K -$32.2K -161 -4%
CFA
517
Camarda Financial Advisors
Florida
$842K -$63.6K -318 -7%
CT
518
Coastline Trust
Rhode Island
$839K -$106K -530 -11%
QI
519
Qtron Investments
Massachusetts
$833K
LFAS
520
Level Four Advisory Services
Texas
$832K -$174K -868 -17%
CL
521
CSS LLC
Illinois
$826K +$200K +1,000 +32%
BCA
522
Bray Capital Advisors
Florida
$824K
HIC
523
Holderness Investments Company
North Carolina
$821K -$32K -160 -4%
ACA
524
Atlas Capital Advisors
Wyoming
$819K -$37.8K -189 -4%
AAM
525
Advisors Asset Management
Colorado
$809K -$10.8K -54 -1%

MCK Hedge Fund Activity: Q3 2021 in Review

967 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q3 2021, worth a combined $26.3B — up 1.8% from $25.8B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new MCK positions and 68 closed out — a net gain of 8 holders — while 320 added to existing stakes and 382 trimmed.

The largest buyer was Putnam Investments, adding an estimated $385M. The largest seller was JP Morgan Chase, cutting an estimated $240M.

  • 967 institutional investors held McKesson (MCK) as of Q3 2021, down from 970 in Q2 2021.
  • Funds reported $26.3B of McKesson stock for Q3 2021, up 1.8% quarter-over-quarter.
  • 76 funds opened new McKesson positions in Q3 2021 and 68 closed out, a net change of +8 holders.
  • The largest McKesson buyer in Q3 2021 was Putnam Investments, an estimated $385M added.
  • The largest McKesson seller in Q3 2021 was JP Morgan Chase, an estimated $240M sold.

Based on aggregated 13F filings for Q3 2021.